Oh there's definitely a market but it's not as big or worth as much the AI market. Gamers don't need GB200s or H100s, and AMD beats Nvidia on price in most segments. Nvidia isn't going to die, but gamers won't fill the demand.

Data centers might, but then they'll need something else to compute, and if AI fails to deliver on the big disruptive promises it seems unlikely that other technologies will fill those shoes.

I'm just saying that something big will have to change, either Nvidias story or share price. And the story is most likely to pivot to military applications.